Conveyor Integrations
Conveyor integrates seamlessly with your most important workflows.
Salesforce
Automate access to your Trust Center using CRM data and measure your security review business impact
Automate the approval and/or NDA bypass for visitors to your Trust Center
Spend less time manually reviewing requests for access
Issue invitations to your Trust Center directly from Salesforce
Keep sales in their workflow and speed up the deal cycle
See Customer Activity in Salesforce
Sales gets insight about deal activity instead of asking you
Create Leads in Salesforce when someone new is visiting your Trust Center
Capture leads and use your Trust Center as an opportunity-generator
Upload questionnaires to Conveyor from Salesforce
Keep sales in their workflow with a seamless process
See the revenue associated with a questionnaire
Prioritize questionnaire efforts by business impact
Slack
Manage access requests, review prospect activity, and ask questions of your Knowledge Base - all without opening Conveyor
Approve requests from customers to access your trust center
Spend less time manually reviewing requests to access your Trust Center
Get answers to questions from ConveyorAI in Slack
Answer customer questions without leaving your workflow
Get a feed of specific customer activity like access requests, if they downloaded a document, or if they interacted with your Knowledge Base
Enable your sales teams to self-serve information about their accounts and prospects so they don’t have to ask you for the info
Microsoft Teams
Manage access requests and review prospect activity - all without opening Conveyor
Approve requests from customers to access your trust center
Spend less time manually reviewing requests to access your Trust Center
Tag SMEs in the Conveyor app so they are notified in Teams for easy collaboration
Get notifications and alerts within your current workflow
Get notified in Teams on questionnaire status changes and updates
Allow your team to see progress within their current communication tool
Jira
Use Conveyor’s AI Agent to manage your Jira tickets and triage security review requests like questionnaires from sales or requests for your SOC 2 and other documents.
AI Agent Triage
Conveyor's AI agent will do all necessary triaging on tickets for customer requests based on your parameters
Update all stakeholders
The AI agent will tag users as needed, add comments to the ticket, and update customer on status
Zendesk
Use Conveyor’s AI Agent to manage your Zendesk tickets and streamline security review processes like responding to questionnaires from sales teams or fulfilling requests for documents like your SOC 2 report.
AI Agent Triage
Conveyor’s AI Agent will automatically triage incoming Zendesk tickets for customer requests based on your defined parameters, saving your team time and effort.
Update all stakeholders
The AI Agent will keep stakeholders informed by tagging users, adding comments to tickets, and updating customers on progress and resolution status.
Public API
Access detailed Conveyor metadata - like customer search queries or document interactions - to bring into your BI tools for additional analysis
Analytics API
Get insights out of conveyor like connection interactions and questionnaire data
Trust Center API
Automate approvals or see who is knocking on your Trust Center door
Questionnaires API
Send questionnaires into Conveyor from the tool of your choice
